See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,536 | $93,571+119.7% | $135,903+51.2% | $75,163+173.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | -0.25% | 30.90%-31.2pp | 68.23%-68.5pp | 160.62%-160.9pp |
| Employer contribution / active EE | $1,376 | $3,537-61.1% | $4,856-71.7% | $2,670-48.5% |
| Participant deferral / active EE | $4,515 | $6,404-29.5% | $7,758-41.8% | $4,125+9.4% |
| Admin fee / account holder | $1,337 | $6,975-80.8% | $10,762-87.6% | $5,651-76.3% |